Field Descriptions

Table Information

 

Check Details

What can I do in this subtask?

Use this subtask to view the detail for the checks listed in the table on the main screen.

This subtask lists the vouchers that are combined to total the amount of the check on the main screen.

You can change the Trans Curr, Amount to Pay, Discount To Take, Sep Chk, Address Code, Retainage Rate, and Amount Retained fields in this screen. If necessary, you can change the Retainage Rate and Amount to Pay fields later in the Edit Voucher Payment Status screen; however, you can make changes to approved vouchers only if you are the same user (tracked by ID) who approved the vouchers. This prevents other users from altering the check amount after approvals have been made.

When should I use this subtask?

Use this subtask to view the individual vouchers that comprise the check amount or whenever you need to change any of the following fields: Discount To Take, Retainage Rate, or Check Amount.

Field Descriptions

Table Window

The only fields in this table that are editable are Amount to Pay, Discount To Take, Sep Chk, Address Code, Retainage Rate, and Amount Retained.  

If you change fields in this screen, the system will automatically update the values of the summary rows in the main screen.

Voucher

This non-editable field displays the voucher number.

Trans Curr

The currency code for this voucher's transaction currency displays in this field.

Amount to Pay

The total amount currently scheduled to pay on this voucher is displayed in this column in this voucher's transaction currency.

Discount To Take

This field displays the value, in the voucher's transaction currency, of the discount amount that will be taken when the check is approved.

You cannot save the Approve Checks screen if the value in the Discount Amount field exceeds the amount of discount that is available.

Sep Chk

Select this checkbox to print separate checks for each different voucher. Leave this checkbox blank to print all vouchers for this pay vendor on one payment.

Address Code *

Enter, or use Lookup to select, the address code for this payment. The default address code for this voucher is the default payment address from the Vendors screen.

Payment Method

This non-editable field displays the voucher payment method.

Amount Paid

This non-editable field displays the amount paid.

Amount Remaining

This non-editable field displays the amount remaining.

Retainage Rate

Enter an amount in this field and the system will calculate a percent to be retained.

When you tab over to the Amount Retained field, the system will automatically calculate this amount.

Amount Retained

Enter a retainage amount (expressed in terms of your company's transaction currency) in this field.  When you tab out of this field, the system will calculate the amount in the Retainage Rate field.

Invoice Amount

This non-editable field displays the invoice amount.

Invoice Number

This non-editable field displays the invoice number.

Invoice Date

This non-editable field displays the invoice date.

Discount Amount

This non-editable field displays the discount amount.

Discount Date

This non-editable field displays the discount date.

Due Amount

This non-editable field displays the due amount.

Due Date

This non-editable field displays the due date.

Approver User ID

This non-editable field displays the approver user ID.

Approval Date

This non-editable field displays the approval date.

Vendor

This non-editable field displays the vendor.

Vendor Name

This non-editable field displays the vendor name.

Purchase Order

This non-editable field displays the purchase order number.

PO Release

This non-editable field displays the PO Release number.

Pay Curr

This non-editable field displays this voucher's pay currency.

Pay Currency Vchr Check Amount

This non-editable field displays the pay currency voucher check amount.

Pay Currency Vchr Discount Taken

This non-editable field displays the pay currency voucher discount taken amount.

Password

Enter a password in this field so that the system can save the changes you have made.

* A red asterisk denotes a required field.

Exchange Rates

Select this subtask link to open the Exchange Rates subtask.

Table Information

Changes to this subtask update the OPEN_AP (Open AP) table.

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